FC

FORA Capital Portfolio holdings

AUM $901M
1-Year Est. Return 36.51%
This Quarter Est. Return
1 Year Est. Return
+36.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$555M
AUM Growth
+$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
671
New
Increased
Reduced
Closed

Top Buys

1
+$7.63M
2
+$7.06M
3
+$6.91M
4
QCOM icon
Qualcomm
QCOM
+$6.61M
5
MPC icon
Marathon Petroleum
MPC
+$5.89M

Top Sells

1
+$7.34M
2
+$6.76M
3
+$6.75M
4
MSFT icon
Microsoft
MSFT
+$6.27M
5
ORCL icon
Oracle
ORCL
+$4.09M

Sector Composition

1 Technology 19.52%
2 Consumer Discretionary 12.5%
3 Healthcare 12.17%
4 Industrials 10.8%
5 Energy 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.63M 0.29%
+22,740
102
$1.63M 0.29%
7,395
+6,007
103
$1.63M 0.29%
+16,430
104
$1.62M 0.29%
+23,011
105
$1.62M 0.29%
3,224
+1,923
106
$1.6M 0.29%
2,126
+302
107
$1.57M 0.28%
19,702
+14,935
108
$1.56M 0.28%
37,485
+32,634
109
$1.56M 0.28%
+32,672
110
$1.54M 0.28%
+11,600
111
$1.53M 0.28%
+38,786
112
$1.53M 0.28%
19,938
+15,407
113
$1.52M 0.27%
+33,281
114
$1.52M 0.27%
6,029
+4,716
115
$1.52M 0.27%
+39,354
116
$1.5M 0.27%
53,202
+42,226
117
$1.43M 0.26%
+23,684
118
$1.42M 0.26%
+11,656
119
$1.41M 0.25%
6,585
+4,065
120
$1.4M 0.25%
7,161
+5,807
121
$1.4M 0.25%
+10,052
122
$1.36M 0.25%
+8,191
123
$1.36M 0.24%
+8,285
124
$1.29M 0.23%
+6,268
125
$1.29M 0.23%
+23,694
3 4
5
6 7